Guru Ownership Trend
Guru Analysis for Principal Financial Group, Inc. (PFG)
Principal Financial Group, Inc. (PFG), a key player in the Financials sector, continues to attract institutional attention.
As of Q2 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $310.91 M.
Top institutional holders include Cliff Asness and Joel Greenblatt.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $21.42 M net outflow during the quarter.
Recent activity highlights Paul Tudor Jones who opened a new position. Conversely, Ray Dalio reduced exposure by 92.8%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Principal Financial Group, Inc. (PFG)
Major holders include Cliff Asness ($249.52 M), Joel Greenblatt ($33.64 M), Mairs and Power ($14.58 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 2.86 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $21.42 M, with 3 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 0 fully exited PFG. The total reported sell value was $41.2 M.
Yes, 2 managers opened new positions in PFG, and 1 increased their existing holdings. The total reported buy value was $19.78 M.
